The dollar holds the reins, but the basket is fragmenting
The dollar retains its dominant position across both WPI maps, yet internal dispersion among the majors is widening: GBP, CAD and NZD are improving in the near term,…
The dollar retains its dominant position across both WPI maps, yet internal dispersion among the majors is widening: GBP, CAD and NZD are improving in the near term,…
The Forex Framework is the methodological document that defines the architecture and boundaries of the Analysis Centre's currency module, integrating rotation, seasonality, positioning, and monetary policy…
The dollar retains its role as the leading currency, but signal quality varies considerably depending on the counterpart. GBP and NZD show the most pronounced deterioration,…
The dollar maintains its leadership in the near term, but the advantage is not uniform: GBP, AUD and NZD remain the most vulnerable pressure points, while…
May's U.S. employment report beats expectations and reshapes Fed outlook: with core PCE at 3.3%, a resilient labour market becomes a policy headache, not a welcome…